Purchases and Sales Made in Q1 2024 in Intercontinental Exchange, Inc. (ICE)
This table provides information about the institutional ownership of Intercontinental Exchange, Inc. (ICE) during Q1 2024. The information is specifically focused on institutions that hold shares of Intercontinental Exchange, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 3.37% |
$8.74K - $9.76K
|
2.15K
$358K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
70+ 3.38% |
$8.74K - $9.76K
|
2.14K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
69+ 2.97% |
$8.61K - $9.62K
|
2.39K
$399K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
68New |
$8.49K - $9.48K
|
68
$11.3K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
66+ 3.44% |
$8.24K - $9.2K
|
1.98K
$331K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
BUY
|
- |
63+ 1.89% |
$7.86K - $8.78K
|
3.39K
$565K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
60+ 72.29% |
$7.49K - $8.37K
|
143
$23.9K
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
60+ 3.06% |
$7.49K - $8.37K
|
2.02K
$337K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
58+ 0.24% |
$7.24K - $8.09K
|
23.9K
$3.99M
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
57+ 79.17% |
$7.11K - $7.95K
|
129
$21.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
54+ 2.96% |
$6.74K - $7.53K
|
1.88K
$313K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
53+ 0.5% |
$6.61K - $7.39K
|
10.6K
$1.77M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
53+ 0.51% |
$6.61K - $7.39K
|
10.5K
$1.75M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
52+ 2.82% |
$6.49K - $7.25K
|
1.9K
$316K
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
52+ 2.15% |
$6.49K - $7.25K
|
2.47K
$413K
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
52+ 2.03% |
$6.49K - $7.25K
|
2.62K
$437K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
52+ 0.29% |
$6.49K - $7.25K
|
18.2K
$3.03M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
50New |
$6.24K - $6.97K
|
50
$8.34K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
49+ 1.01% |
$6.12K - $6.83K
|
4.88K
$814K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
48+ 1.66% |
$5.99K - $6.69K
|
2.94K
$491K
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
48+ 2.09% |
$5.99K - $6.69K
|
2.35K
$392K
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
47+ 0.6% |
$5.87K - $6.55K
|
7.9K
$1.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
46+ 0.66% |
$5.74K - $6.41K
|
6.97K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
45+ 2.62% |
$5.62K - $6.27K
|
1.76K
$294K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
44+ 440.0% |
$5.49K - $6.13K
|
54
$9.01K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
40+ 12.82% |
$4.99K - $5.58K
|
352
$58.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
38New |
$4.74K - $5.3K
|
38
$6.34K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
37New |
$4.62K - $5.16K
|
37
$6.17K
|
|
|
Apr 29, 2024
Q1 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
36+ 0.74% |
$4.49K - $5.02K
|
4.89K
$815K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
36+ 3.47% |
$4.49K - $5.02K
|
1.07K
$179K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
34+ 1.89% |
$4.24K - $4.74K
|
1.84K
$306K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
33+ 1.35% |
$4.12K - $4.6K
|
2.48K
$414K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
31+ 1.81% |
$3.87K - $4.32K
|
1.74K
$290K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
31+ 21.83% |
$3.87K - $4.32K
|
173
$28.9K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
28+ 0.97% |
$3.49K - $3.9K
|
2.91K
$485K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
28+ 0.2% |
$3.49K - $3.9K
|
14.1K
$2.35M
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
28+ 1.59% |
$3.49K - $3.9K
|
1.79K
$298K
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
27+ 0.6% |
$3.37K - $3.76K
|
4.52K
$753K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
23+ 0.52% |
$2.87K - $3.21K
|
4.48K
$748K
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
23+ 0.78% |
$2.87K - $3.21K
|
2.98K
$497K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
22New |
$2.75K - $3.07K
|
22
$3.67K
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
21New |
$2.62K - $2.93K
|
21
$3.5K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
21+ 0.05% |
$2.62K - $2.93K
|
40.2K
$6.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21+ 0.12% |
$2.62K - $2.93K
|
17.1K
$2.86M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
20+ 0.12% |
$2.5K - $2.79K
|
17.4K
$2.9M
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
20+ 0.62% |
$2.5K - $2.79K
|
3.23K
$539K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
19+ 0.12% |
$2.37K - $2.65K
|
15.5K
$2.59M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
18+ 0.33% |
$2.25K - $2.51K
|
5.44K
$907K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
17+ 0.44% |
$2.12K - $2.37K
|
3.86K
$644K
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
17+ 0.33% |
$2.12K - $2.37K
|
5.19K
$866K
|